Are you detail oriented, curious, and self-motivated? Do you want to be part of a fast growing team? Excited to learn more? If so, then this could be the role for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview LPL Financial is seeking a strong applicant to join the Bookkeeping Services team. As a Lead Bookkeeper within Bookkeeping Services, you will work closely with financial advisors by handling their internal accounting needs including bookkeeping and month-end close procedures.
Responsibilities:
Manage month-end close process for multiple outsourced financial advisors
Develop and maintain strong business relationships with individual clients
Review and analyze financial statements to ensure accuracy and completeness
Collaborate with management, establish priorities, and manage the successful completion of projects
Help develop other team members to ensure an accountable and productive team that drives customer value and overall company success
Please note: Additional responsibilities or duties may be assigned to you as needed or determined.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
A strong understanding/experience with QuickBooks Online along with a strong command of all its functions
A strong understanding of all aspects of financial statements and general ledger accounting
Strong understanding of basic bookkeeping principles and month end close procedures
Ability to present complex accounting information to a variety of audiences, both internal and external
Time-management skills and solution oriented
Excellent written and oral communication skills
Preferences:
QBO ProAdvisor certification or willingness to obtain during employment
Pay Range:
$26.19-$39.29/hour
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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We take social responsibility seriously. Learn more here
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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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